Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.9K Sell
12,967
-1,817
-12% -$13.2K ﹤0.01% 1569
2025
Q1
$97.4K Hold
14,784
﹤0.01% 1519
2024
Q4
$87.1K Sell
14,784
-517
-3% -$3.05K ﹤0.01% 1512
2024
Q3
$97.8K Hold
15,301
﹤0.01% 1456
2024
Q2
$93.8K Hold
15,301
﹤0.01% 1386
2024
Q1
$92.6K Buy
15,301
+1,717
+13% +$10.4K ﹤0.01% 1394
2023
Q4
$78.2K Buy
13,584
+100
+0.7% +$576 ﹤0.01% 1344
2023
Q3
$64.7K Sell
13,484
-8,500
-39% -$40.8K ﹤0.01% 1337
2023
Q2
$111K Hold
21,984
﹤0.01% 1350
2023
Q1
$94.5K Hold
21,984
﹤0.01% 1323
2022
Q4
$111K Buy
21,984
+438
+2% +$2.21K ﹤0.01% 1284
2022
Q3
$86K Buy
+21,546
New +$86K ﹤0.01% 1307
2022
Q1
Sell
-10,752
Closed -$51K 1466
2021
Q4
$51K Hold
10,752
﹤0.01% 1466
2021
Q3
$52K Sell
10,752
-207
-2% -$1K ﹤0.01% 1467
2021
Q2
$42K Sell
10,959
-1,309
-11% -$5.02K ﹤0.01% 1491
2021
Q1
$54K Buy
+12,268
New +$54K ﹤0.01% 1416
2018
Q2
Sell
-33,155
Closed -$183K 1325
2018
Q1
$183K Buy
+33,155
New +$183K ﹤0.01% 1234
2016
Q2
Sell
-14,753
Closed -$58K 1223
2016
Q1
$58K Buy
+14,753
New +$58K ﹤0.01% 1206